The Advice Business Podcast

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The Advice Business Podcast

Seeds

49 episodes

1 week ago

Is your communication building trust, or just checking boxes? In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy. It’s not enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews, every touchpoint shapes how clients experience trust, confidence, and connection. Zach and Kelsey break down what it takes to communicate with ...

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Is your communication building trust, or just checking boxes? In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy. It’s not enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews, every touchpoint shapes how clients experience trust, confidence, and connection. Zach and Kelsey break down what it takes to communicate with ...

Show more...

Episodes (20/49)

The Advice Business Podcast

Do Your Clients Think You're As Empathetic As You Think You Are?

Is your communication building trust, or just checking boxes? In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy. It’s not enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews, every touchpoint shapes how clients experience trust, confidence, and connection. Zach and Kelsey break down what it takes to communicate with ...

1 week ago

48 minutes

The Advice Business Podcast

Advisors: Are You Actually Confident In Your 1% Fee?

Are you selling alpha...or underselling yourself? Most advisors still lead with investment returns. But clients aren’t just buying “performance.” They’re buying you. So why do so many think advisors “just manage money?” In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna confront one of the industry’s most frustrating realities: advisors deliver significant value, but struggle to show it in a way clients actually understand. The episode opens with a...

3 weeks ago

42 minutes

The Advice Business Podcast

Where Humanity Meets Expertise: The True Foundation of Advisor Value

What does it really take to be a great financial advisor today? Zach Conway and Kelsey McKenna mark nearly two years behind the mic by tackling this question every advisor should be asking themselves. In a time dominated by conversations of DIY investing and AI, empathy and presence matter just as much as advisor expertise in client conversations. The kicker? Empathy can’t happen without presence, and true presence can’t happen without expertise fueling advisor confidence. In this episode,...

1 month ago

44 minutes

The Advice Business Podcast

Are Financial Advisors Really Ready for AI?

At this year’s Future Proof Festival, one theme stole the spotlight: AI. Everywhere you turned, someone was pitching an AI-driven solution. But what is all this efficiency really serving? Because no matter how powerful the tech, it can’t replace the fundamentals of delivering clarity, confidence, and genuine value to clients. In this episode, we take you inside the buzz of the Future Proof, unpacking trends and insights we took away from packed panel discussions and one-on-one conversat...

1 month ago

41 minutes

The Advice Business Podcast

The Work You’re Avoiding Is Costing You Growth with Adam Koós, CFP®

From aspiring surgeon to founder of a thriving client-first advisory firm, Adam Koós has always approached challenges with a “financial surgeon’s” precision. In this episode of The Advice Business Podcast, hosts Zach Conway and Kelsey McKenna sit down with Adam to explore his journey to wealth management and the lessons he’s learned about building a client-first advisory practice. Adam shares the real story behind building and scaling an advisory practice and it wasn’t about closing sales. He...

2 months ago

42 minutes

The Advice Business Podcast

From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP®

Is your tech making your client experience better or just busier? In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to tackle one of wealth management’s toughest challenges: scaling a personalized, human-first client experience with the right technology. Laura shares her journey from advisor to WealthTech strategist and explains why intentional tech choices matter more than chasing the nex...

2 months ago

41 minutes

The Advice Business Podcast

Top Strategies for Delegating & Scaling in Wealth Management Practices with Charesse Spiller

Feeling stuck in the weeds of your advisory firm’s operations? You’re not alone. In this episode, Zach Conway and Kelsey McKenna sit down with Charesse Spiller, founder of Level Best and the FinOps Co-Op, to unpack why most firms think they have an operations problem—when really, they have a leadership and structure problem. Charesse shares what she’s learned from helping RIAs scale without burning out their teams or burying themselves in tech they don’t fully use. She breaks down the real dr...

3 months ago

49 minutes

The Advice Business Podcast

The Problem with Risk Tolerance and Asset Allocation

Think you’ve mastered the risk conversation? Think again. In the newest episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna take on one of the most misunderstood yet mission-critical pieces of asset allocation: risk tolerance. Here are three surprising facts they uncover: 1️⃣ Most risk tolerance scores do little to keep clients invested when markets get rough. 2️⃣ Risk tolerance and risk need are completely different but most advisors treat them the same. 3️⃣ Failing to inv...

4 months ago

43 minutes

The Advice Business Podcast

Advisor Growth Stories: Building for a Niche & Overcoming Fee Fear with Dan & Natalie Slagle

Want to grow your advisory firm without burnout and finally attract clients who actually feel like a perfect fit? In this episode, Zach Conway and Kelsey McKenna sit down with Dan and Natalie Slagle, the powerhouse duo behind Fyooz Financial Planning, to share how they built a thriving, human-centered firm by staying hyper-focused on one audience: young couples and families. After years in traditional financial institutions, Dan and Natalie made a bold move. They launched their own firm not j...

4 months ago

51 minutes

The Advice Business Podcast

Reflecting on Our Rebrand with John Scianna

Think your brand is just a logo and a color palette? Think again. We talk through what branding really means for financial advisors — and why it’s the secret growth engine most firms are overlooking. Co-hosts Kelsey McKenna and Zach Conway sit down with John Scianna, founder of Objective Brand and former Head of Design at Altruist, to unpack the good, the bad, and the transformational when it comes to advisory branding. From building your firm’s personality into every client touchpoint to ret...

5 months ago

44 minutes

The Advice Business Podcast

Our Big Announcement: Welcome to The Advice Business Podcast

A lot has changed — and we’re ready to talk about it. In this special episode of The Advice Business Podcast, Kelsey McKenna and Zach Conway sit down to unpack a transformative chapter in our story. From closing our Series A round to unveiling a new brand and dropping “Investor” from our name, we're sharing what these changes mean — and why they matter. So, why the shift? Because it was time for our brand to fully reflect our mission. Seeds isn’t just a software company — we’re on a mission t...

5 months ago

39 minutes

The Advice Business Podcast

The 5 Growth Constraints: What's Holding You Back?

Are you the bottleneck in your own firm? 🚨 In this episode, Kelsey McKenna and Zach Conway announce a brand-new growth diagnostic framework that every financial advisor and firm founder needs to hear about. If you’re feeling stretched thin, unsure where to focus, or stuck in “fix-everything-at-once” mode — this is your chance to get unstuck. Kelsey drew on years of experience advising firm leaders to develop the 'Growth Constraint Diagnostic'— a tool that helps early-stage firms identify the ...

6 months ago

58 minutes

The Advice Business Podcast

Advisor Growth Stories: How a People-First Mentality Translates to Growth

Financial advisors — if you’ve ever wondered how to grow your business without cold calls or pushy sales tactics, this episode is for you.🎙️ On this week’s From The Ground Up, we’re sitting down with Melissa Reaktenwalt, Founder & CEO of EViE Financial, to unpack how she turned library workshops and wedding expos into a 300-household firm with 80% of new business coming from direct referrals. 👏 Melissa gets real about: 👉 Aligning your firm with personal values (spoiler: it matters more ...

6 months ago

55 minutes

The Advice Business Podcast

Advisor Growth Stories: How Leighann Miko increased her capacity 35% by hiring key roles

Advisor Growth Stories Begins! 🔥 What does it really take to build a thriving, values-driven advisory firm from the ground up? In our newest episode of From The Ground Up, we're launching a fresh series—Advisor Growth Stories—where we spotlight real advisors who are scaling their firms, breaking norms, and doing it on their own terms. First up: Leighann Miko, founder of Equalis and co-founder of Avise. After a failed succession plan, Leighann didn’t just pivot—she rebuilt the blueprint for wh...

7 months ago

49 minutes

The Advice Business Podcast

Takeaways from Future Proof Citywide: What Building the 'Perfect Tech Stack' Really Means

What happens when the brightest minds in wealth management gather in Miami? Big ideas, game-changing strategies, and a glimpse into the industry's future. On this episode of From The Ground Up, Zach Conway and Kelsey McKenna break down their biggest takeaways from the Future Proof conference—from the latest tech innovations to the real challenges firms need to solve now. 💡 Key insights for financial advisors & business owners: ✅ Tech with Purpose: Innovation is exciting, but does it actua...

7 months ago

48 minutes

The Advice Business Podcast

Getting Hiring & Business Growth Right: Revisiting Our Conversation with Michael Batnick

Growing a financial advisory firm is tough. Hiring the right people, maintaining culture, and scaling strategically—it’s a delicate balance. In this episode, we're throwing it back to a conversation between Kelsey McKenna, Zach Conway, and Michael Batnick on the fundamentals of business-building in wealth management. They reflect on how Michael’s insights from Ritholtz Wealth Management have shaped their own journey over the past year can be even tougher. 🎯 Key Takeaways: ✅ Strategic Hiring: ...

7 months ago

48 minutes

The Advice Business Podcast

Reimagining the Advisor OS as Demand for Advice Increases

The financial industry is at a turning point. According to McKinsey & Company, the U.S. will face a shortage of 100,000 financial advisors by 2034, leaving countless families struggling to find the guidance they need. With demand for human advisors growing, firms that optimize their operating systems now will be best positioned for success. In this episode, Kelsey McKenna and Zach Conway break down: 👥 Teaming: How structuring advisory teams properly and creating clear career paths can enh...

8 months ago

38 minutes

The Advice Business Podcast

Funnel vs. Flywheel: Changing Your Perspective on Advisor Marketing

Is your marketing strategy stuck in the past? It’s time to ditch the funnel and embrace the flywheel. 🔄 In this episode, we welcome Kelly Forst, Seeds' new Director of Marketing, as she joins Kelsey McKenna to break down what the traditional funnel model lacks and why thinking linearly could be a detriment to your long-term growth. Here’s what you’ll learn: 🔄 Funnel vs. Flywheel: Why shifting to a client-first, momentum-building model leads to better retention & referrals.🎙️ Stage-Specifi...

8 months ago

41 minutes

The Advice Business Podcast

Measuring Your Value And Differentiating Your Financial Advisory Firm with Tom Rieman

Is your value proposition really delivering what clients want? 🤔 In our latest episode, Zach Conway, Kelsey McKenna sit down with Tom Riemann, CEO of Practice Intel, to explore the gap between what advisors think they provide and what clients actually value. Spoiler alert: there’s a lot more to it than just great advice. Here’s what you’ll learn: 🍽️ Think like a top-tier restaurant: It’s not just about serving advice—it’s about making sure it’s exactly what your clients crave.📊 Use data to el...

10 months ago

49 minutes

The Advice Business Podcast

New Year, New Plans: How to Prep for Growth in 2025

Financial Advisors & Business Owners – It’s time to wrap up 2024 on a high note and set the stage for an incredible 2025! In this episode, Zach Conway and Kelsey McKenna share their insights on how to reflect, refine, and recharge your business strategies. Don’t let another year slip by without optimizing your growth potential! Here’s what you’ll learn: The Power of Focus: Prioritize tasks that drive the biggest impact and avoid getting caught up in distractions.Smart Team Structuring: De...

10 months ago

33 minutes